We are live on ! Find out more

401 hedge funds and large institutions have $2.68B invested in BHP in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 148 increasing their positions, 119 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 119

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.03% less ownership

Funds ownership: 2.17%2.14% (-0.03%)

4% less capital invested

Capital invested by funds: $2.79B → $2.68B (-$105M)

1% less funds holding

Funds holding: 406401 (-5)

27% less call options, than puts

Call options by funds: $116M | Put options by funds: $159M

Holders
401
Holders Change
-5
Holders Change %
-1.23%
% of All Funds
10.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
55
Increased
148
Reduced
119
Closed
54
Calls
$116M
Puts
$159M
Net Calls
-$42.2M
Net Calls Change
+$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
301
AT Bancorp
Iowa
$204K
BPBT
302
Boston Private Bank & Trust
Massachusetts
$195K
Bessemer Group
303
Bessemer Group
New Jersey
$167K +$20.4K +503 +13%
WA
304
WFG Advisors
Texas
$147K +$124K +3,057 +439%
SCA
305
Strategic Capital Alternatives
United States
$147K +$152K +3,735 New
OA
306
OFI Advisors
Pennsylvania
$141K +$17K +419 +13%
TSW
307
Thompson Siegel & Walmsley
Virginia
$130K
FNBT
308
FineMark National Bank & Trust
Florida
$95K +$48K +1,183 +96%
NSIM
309
North Star Investment Management
Illinois
$93K
AA
310
AlphaMark Advisors
Kentucky
$88K
Simplex Trading
311
Simplex Trading
Illinois
$86K +$88.9K +2,189 New
BC
312
Bartlett & Co
Ohio
$78K
HI
313
Hudock Inc
Pennsylvania
$77K +$31.4K +774 +65%
MA
314
MCF Advisors
Kentucky
$76K
IPC
315
Independent Portfolio Consultants
Florida
$74K -$5.97K -147 -7%
PSI
316
Pinnacle Summer Investments
Virginia
$71K +$8.4K +207 +13%
AA
317
Apriem Advisors
California
$70K
FMA
318
FNY Managed Accounts
New York
$69.7K -$48K -1,183 -40%
SEC
319
Seven Eight Capital
New York
$69K +$71.3K +1,756 New
CAL
320
Capital Analysts LLC
Pennsylvania
$67.1K +$42K +1,035 +154%
Walleye Trading
321
Walleye Trading
New York
$66K +$68.7K +1,692 New
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$64K +$19.7K +485 +42%
HCM
323
Highlander Capital Management
New Jersey
$60K
HPBT
324
High Point Bank & Trust
North Carolina
$59K
LOCC
325
Lombard Odier & Cie (Canada)
Quebec, Canada
$58K

BHP Hedge Fund Activity: Q1 2015 in Review

401 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2015, worth a combined $2.68B — down 3.8% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BHP positions and 54 closed out — a net gain of 1 holder — while 148 added to existing stakes and 119 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $53.6M. The largest seller was Fidelity Investments, exiting entirely with an estimated $95.8M sold.

  • 401 institutional investors held BHP (BHP) as of Q1 2015, down from 406 in Q4 2014.
  • Funds reported $2.68B of BHP stock for Q1 2015, down 3.8% quarter-over-quarter.
  • 55 funds opened new BHP positions in Q1 2015 and 54 closed out, a net change of +1 holder.
  • The largest BHP buyer in Q1 2015 was Dimensional Fund Advisors, an estimated $53.6M added.
  • The largest BHP seller in Q1 2015 was Fidelity Investments, an estimated $95.8M sold.

Based on aggregated 13F filings for Q1 2015.